ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 6,740 Value ($000) $982 Avg Close — Range —
Q2 2025
Shares 6,774 Value ($000) $915 Avg Close — Range —
Q1 2025
Shares 6,962 Value ($000) $849 Avg Close — Range —
Q4 2024
Shares 7,191 Value ($000) $925 Avg Close — Range —
Q3 2024
Shares 7,113 Value ($000) $894 Avg Close — Range —
Q2 2024
Shares 8,152 Value ($000) $968 Avg Close — Range —
Q1 2024
Shares 9,493 Value ($000) $1,095 Avg Close — Range —
Q4 2023
Shares 9,635 Value ($000) $1,014 Avg Close — Range —
Q3 2023
Shares 10,505 Value ($000) $989 Avg Close — Range —
Q2 2023
Shares 10,935 Value ($000) $1,070 Avg Close — Range —
Q1 2023
Shares 11,273 Value ($000) $1,021 Avg Close — Range —
Q4 2022
Shares 11,081 Value ($000) $940 Avg Close — Range —